Mark Account Payable (AP) transactions as posted
-
Go to Accounting Link and select the Accounts Payable (AP) tab.
-
Select one of the following options in the Sage CM POs section:
-
To mark POs that have not been posted as posted, select View POs - Not Posted or Failed.
-
To mark POs that cannot be posted as posted, select View POs - Cannot Be Posted Since Prime Marked As Exported.
-
-
Specify the From Date and To Date as needed to filter the results by date.
- Select the PO to be marked as posted from the list.
- Select Mark Selected POs as Posted.
- Go to Accounting Link and select the Accounts Payable (AP) tab.
-
Select one of the following options in the Sage CM Subcontracts section:
-
To mark subcontracts that have not been posted as posted, select View Subcontracts - Not Posted or Failed.
-
To mark subcontracts that cannot be posted as posted, select View Subcontracts - Cannot Be Posted Since Prime Marked As Exported.
-
- Specify the From Date and To Date as needed to filter the results by date.
- Select the subcontract to be marked as posted from the list.
- Select Mark Selected Subcontracts as Posted.
- Go to Accounting Link and select the Accounts Payable (AP) tab.
-
Select one of the following options in the Sage CM SCOs section:
-
To mark SCOs that have not been posted as posted, select View SCOs - Not Posted or Failed.
-
To mark SCOs that cannot be posted as posted, select View SCOs - Cannot Be Posted Since Prime or Subcontract Marked As Exported.
-
- Specify the From Date and To Date as needed to filter the results by date.
- Select the SCO to be marked as posted from the list.
- Select Mark Selected SCOs as Posted.
- Go to Accounting Link and select the Accounts Payable (AP) tab.
-
Select one of the following options in the Sage CM Bills section:
-
To mark bills that have not been posted as posted, select View Bills - Not Posted or Failed.
-
To mark bills that cannot be posted as posted, select View Bills - Cannot Be Posted Since Prime or PO Marked As Exported.
-
- Specify the From Date and To Date as needed to filter the results by date.
- Select the bill to be marked as posted from the list.
- Select Mark Selected Bills as Posted.
- Go to Accounting Link and select the Accounts Payable (AP) tab.
-
Select one of the following options in the Sage CM Sub Invoices section:
-
To mark sub invoices that have not been posted as posted, select View Sub Invoices - Not Posted or Failed.
-
To mark sub invoices that cannot be posted as posted, select View Sub Invoices - Cannot Be Posted Since Prime or Subcontract Marked As Exported.
-
- Specify the From Date and To Date as needed to filter the results by date.
- Select the sub invoice to be marked as posted from the list.
- Select Mark Selected Sub Invoices as Posted.